Client Manager

Artemis Solutions; Lexington (KY); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) Match – 6%

Healthcare – Company pays 100% of the premium with family discounts

Ongoing professional development

Job summary

Artemis Solutions is seeking a Client Management Advisor in Lexington, KY, passionate about delivering exceptional client experiences in wealth management. This role focuses on building long-term relationships, analyzing client portfolios, and supporting financial planning initiatives.

Ideal candidates have a Bachelor’s degree and 2+ years of relevant experience. Strong communication, analytical skills, and a collaborative mindset are essential. The firm offers competitive compensation, mentorship, and opportunities for professional growth.

Qualifications

• 2+ years of experience in wealth management, financial planning, investment advisory, or banking.
• Series 65 license (or ability to obtain within 90 days).
• Life & Health Insurance License (or ability to obtain within 90 days).
• CFP® or ChFC designation preferred (or willingness to obtain within two years).
• Experience in a collaborative, team-oriented environment.

Responsibilities

• Serve as primary contact for client relationships, ensuring outstanding experience.
• Analyze client portfolios and identify planning opportunities.
• Prepare comprehensive financial planning materials.
• Support advanced financial planning initiatives.
• Collaborate with specialists to meet clients' financial objectives.

Skills

Analytical skills

Communication skills

Relationship-building

Organizational skills

Problem-solving skills

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Build Trusted Relationships. Deliver Exceptional Client Experiences. Grow Your Career.

Artemis Solutions is partnering with a growing, relationship-focused Wealth Management firm to identify a Client Management Advisor who is passionate about delivering an exceptional client experience while helping individuals and families achieve their long‑term financial goals.

This opportunity is ideal for someone who enjoys building meaningful client relationships, collaborating with a team of financial professionals, and serving as a trusted advisor throughout every stage of a client’s financial journey. You'll work closely with advisors, analysts, and client service professionals to develop comprehensive financial strategies and ensure every client receives personalized, high‑touch service.

If you’re looking to join a firm that values collaboration, integrity, continuous learning, and long‑term career growth, we’d love to speak with you.

What You'll Be Doing

As a Client Management Advisor, you'll serve as a key relationship manager and trusted resource for clients while partnering with the advisory team to deliver customized financial planning solutions.

• Serve as one of the primary points of contact for client relationships, ensuring timely communication and an outstanding client experience.


• Welcome new clients by introducing the firm’s service model and establishing long‑term relationships.


• Analyze client portfolios and collaborate with advisors to identify planning opportunities and investment recommendations.


• Prepare comprehensive financial planning materials, including cash flow analysis, asset allocation strategies, retirement planning, and wealth accumulation scenarios.


• Coordinate with Client Service Associates to ensure client requests are handled accurately and efficiently.


• Support advanced financial planning initiatives involving tax‑efficient strategies, stock compensation planning, estate planning coordination, and risk management.


• Review portfolio rebalancing recommendations and assist with investment implementation.


• Participate in client meetings and oversee follow‑up action items to ensure a seamless client experience.


• Collaborate with internal specialists and external professionals to help clients achieve their financial objectives.


• Mentor junior team members and contribute to process improvements and firm‑wide initiatives.

What We're Looking For

We're seeking someone who enjoys working directly with clients, solving complex financial challenges, and building lasting relationships.

Qualifications

• Bachelor's degree required.


• 2+ years of experience in wealth management, financial planning, investment advisory, banking, or a related financial services environment.


• Series 65 license (or ability to obtain within 90 days).


• Life & Health Insurance License (or ability to obtain within 90 days).


• CFP® or ChFC designation preferred (or willingness to obtain within two years).


• Strong analytical, organizational, and problem‑solving skills.


• Excellent communication and relationship‑building abilities.


• Ability to manage multiple client relationships while maintaining exceptional attention to detail.


• Experience working in a collaborative, team‑oriented environment.


• Proficiency with Microsoft Office, particularly Excel, and a willingness to learn new financial planning and portfolio management software.

Why Join Us?

This is an opportunity to join a growing, relationship‑driven wealth management firm where your work will have a direct impact on helping individuals and families build financial confidence and achieve their long‑term goals.

You’ll become part of a collaborative team that values integrity, personalized service, and continuous professional development. Rather than focusing on transactions, you'll have the opportunity to build long‑term relationships, work alongside experienced financial professionals, and contribute to a culture centered on trust, teamwork, and exceptional client service.

If you're looking for a career where you can make a meaningful impact while continuing to grow professionally, this is an opportunity you won't want to miss.

What You'll Enjoy

• Competitive compensation and comprehensive benefits package.


• Collaborative, team‑oriented culture with strong mentorship.


• Opportunity to work with sophisticated financial planning strategies.


• Ongoing professional development and support for licensing and certifications.


• Exposure to high‑net‑worth clients and complex planning scenarios.


• Long‑term career growth with a growing and respected organization.


• A firm that values relationships, integrity, and delivering an exceptional client experience.

What They Offer

• Salary: $65,000–75,000 (based on experience) + potential bonuses


• 401(k) Match – 6%


• Healthcare – Company pays 100% of the premium with family discounts